How to get started with Sage Intacct on Zapier

Written by Owner

Updated at August 20th, 2025

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Table of Contents

Connect to Sage Intacct on Zapier Required authentication fields Additional authentication instructions About Sage Intacct's app

Connect to Sage Intacct on Zapier

Sage Intacct uses session authentication to authenticate your account on Zapier.

A Web Services user will be separate from your User ID and User Password (the ID and Password you use to log into the Sage Intacct).

Are self-hosted or cloud-hosted accounts supported?	Cloud-hosted accounts only
Is a paid Sage Intacct plan required?	Yes	A paid Sage Intacct plan is required. View Sage Intacct's plans.
Are any special account permissions required?	Yes	In Sage Intacct, you must have access to a Web Services User, which consists of a Sender ID and Sender Password. Only Sage Intacct Admins can create Web Services Users. They must subscribe to Web Services before they can create Users. Learn more about Sage Intacct's account permissions.
Are there usage limits?	Yes	Zapier users using the Sage Intacct app are required to use your organization's Web Services, Sage usage costs may apply. Rate and usage limits depend on the "Performance Tier" your organization 's Sage Intacct account. Learn more about Sage Intacct's usage limits.
Are there pagination limits?	No
Do trigger samples use real data from your account or generic data?	Real trigger samples
Are custom fields supported?	Yes	Custom fields are supported for all triggers and actions except the Create Contact action.
Do update actions overwrite or append to existing data?	Not applicable
Is there any additional info?	Yes